Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | DAVENPORT CORE LEADERS FUND · DAVPX cheaper diff. adviser | 32% | 0.85% | Davenport & Company LLC |
| 2 | Parnassus Core Equity Fund · PRBLX, PRILX cheaper diff. adviser | 29% | 0.61% | Parnassus Investments, LLC |
| 3 | Nomura VIP Core Equity Series diff. adviser | 28% | 0.95% | Macquarie Investment Management Business Trust |
| 4 | Nomura Core Equity Fund · WCEAX, WTRCX, WCEYX, ICIEX, IYCEX, ICEQX cheaper diff. adviser | 28% | 0.67% | Macquarie Investment Management Business Trust |
| 5 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 28% | 0.00% | American Century Investment Management, Inc. |
| 6 | American Century Large Cap Equity ETF · ACLC cheaper | 28% | 0.39% | — |
| 7 | First Trust Expanded Technology ETF · XPND cheaper diff. adviser | 28% | 0.65% | First Trust Advisors L.P. |
| 8 | MML Sustainable Equity Fund cheaper diff. adviser | 28% | 0.57% | MML Investment Advisers, LLC |
| 9 | NYLI VP American Century Sustainable Equity Portfolio cheaper diff. adviser | 28% | 0.66% | New York Life Investment Management LLC |
| 10 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 28% | 1.09% | — |
| 11 | Parnassus Core Select ETF · PRCS cheaper diff. adviser | 27% | 0.58% | Parnassus Investments, LLC |
| 12 | Capital Group Core Equity ETF · CGUS cheaper diff. adviser | 27% | 0.33% | Capital Research and Management Company |
| 13 | Guinness Atkinson Global Innovators Fund · IWIRX, GINNX diff. adviser | 27% | 0.99% | Guinness Atkinson Asset Management, Inc. |
| 14 | Boston Common ESG Impact U.S. Equity Fund · BCAMX diff. adviser | 27% | 1.00% | Boston Common Asset Management, LLC |
| 15 | DWS Capital Growth VIP cheaper diff. adviser | 27% | 0.49% | DWS Investment Management Americas, Inc. |
| 16 | Capital Group Dividend Value ETF · CGDV cheaper diff. adviser | 27% | 0.33% | Capital Research and Management Company |
| 17 | DWS Capital Growth Fund · SDGAX, SDGCX, SCGSX, SDGTX, SDGZX cheaper diff. adviser | 27% | 0.59% | DWS Investment Management Americas, Inc. |
| 18 | Pacer PE/VC ETF · PEVC cheaper diff. adviser | 26% | 0.85% | Pacer Advisors, Inc. |
| 19 | AMCAP Fund · AMCPX, RAFAX, RAFBX, RAFCX, RAFEX, RAFFX, AMPCX, AMPFX, CAFAX, CAFCX, CAFEX, CAFFX, AMCFX, RAFGX, RAEBX, RAEFX, FMACX, TACMX, TAMCX, FMMMX, FMCMX cheaper diff. adviser | 26% | 0.33% | Capital Research and Management Company |
| 20 | Select Fund · TWCIX, TWCAX, TWSIX, ACSLX, ASERX, ASDEX, ASLGX, ASLWX, ASLDX cheaper diff. adviser | 26% | 0.00% | American Century Investment Management, Inc. |
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